| vik589 Thu Sep 28, 2006 9:29 am |
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Seth Klarman on the Art of Complex Deep Value Investing Good article
http://www.gurufocus.com/news.php?id=2867 |
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| blast_investor Thu Sep 28, 2006 10:20 am |
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Excellent talk by Seth Klarman
LOOK FOR MISPRICING
FOCUS ON THE RISK BEFORE FOCUSING ON THE RETURN
RISK = (AMOUNT OF LOSS) X (PROBABILITY OF LOSING)
THINKING ABOUT “AUTHENTIC” VALUE INVESTING
THREE WAYS TO INVESTMENT PROFITS
SEARCH STRATEGY |
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| vik589 Thu Sep 28, 2006 10:38 am |
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Seth Klarman is holding WLT as well and its about 5% of his portfolio. |
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